+379.7%
VRT vs TEAM
-13.9%
+393.6%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.5% | -2.1% | -3.5% |
| 7D | +10.5% | -2.4% | +12.9% | +10.7% |
| 30D | -9.3% | -26.7% | +17.4% | -7.4% |
| 3M | -29.6% | -9.6% | -20.0% | -29.4% |
| 6M | -45.4% | +86.0% | -131.4% | -49.8% |
| YTD | +24.8% | -7.5% | +32.3% | +39.3% |
| 1Y | +23.6% | -1.4% | +25.0% | +34.6% |
| 3Y | +379.7% | -14.3% | +394.0% | +484.1% |
| All | +379.7% | -13.9% | +393.6% | +484.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TEAM.
Daily Out/Under-Performance
Portfolio return minus TEAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEAM return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded TEAM wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling